- Add previewToken/onPreviewTokenChange props to PreparePanel (lifted to DocumentPageClient)
- Add handlePreview async function fetching POST /api/documents/[id]/preview
- Add Preview button (gray-700) before Send button; text cycles Preview/Preview again
- Gate Send button on previewToken === null (requires fresh preview before send)
- Wrap TextFillForm onChange to reset previewToken on text fill changes
- Render PreviewModal conditionally when showPreview && previewBytes
- Create DocumentPageClient.tsx: holds previewToken state, passes reset callback to both FieldPlacer (via PdfViewerWrapper/PdfViewer) and PreparePanel
- Update PdfViewerWrapper and PdfViewer to accept and forward onFieldsChanged prop
- Update page.tsx to use DocumentPageClient instead of direct PreparePanel/PdfViewerWrapper siblings
- 'use client' component accepting ArrayBuffer prop and onClose callback
- Configures pdfjs worker independently from PdfViewer module
- Imports AnnotationLayer.css and TextLayer.css
- Prev/Next page navigation with disabled states
- Fixed overlay (rgba black 70%) with white inner container
- Fetch agentInitialsData alongside agentSignatureData in single DB query
- Add 422 guard returning { error: 'agent-initials-missing' } when agent-initials fields present but no initials saved
- Pass agentInitialsData as 6th arg to preparePdf()
- Add agentInitialsData as 6th optional param (default null)
- Embed agent initials PNG once before field loop (embed-once-draw-many pattern)
- Add agent-initials branch in field loop: drawImage at field coordinates
- Existing initials (client-initials) and agent-signature branches untouched
- Add agentInitialsData text column to users table (drizzle/0009_luxuriant_catseye.sql)
- Add 'agent-initials' to SignatureFieldType union in schema.ts
- Update isClientVisibleField() to exclude both agent-signature and agent-initials
- Create GET/PUT /api/agent/initials route with auth guard and 50KB size limit
- Import users and getFieldType from @/lib/db/schema
- Strengthen session guard to !session?.user?.id (matches established pattern)
- Fetch agentSignatureData from users table for the authenticated agent
- 422 guard: return { error: 'agent-signature-missing' } when agent-sig fields exist but no signature saved
- Pass agentSignatureData as 5th arg to preparePdf()
- Add optional agentSignatureData: string | null = null as 5th parameter
- Import PDFImage from @cantoo/pdf-lib for typed agentSigImage variable
- Embed PNG once before field loop, store as agentSigImage
- Replace agent-signature stub with drawImage at field.x/y/width/height
- preparePdf: remove opaque fill from all field type rectangles (signature,
initials, checkbox, date, text) — underlying PDF content now shows through
- preparePdf: checkbox draws X lines only (no border rectangle); date draws
no placeholder at all; text draws nothing (position marker only)
- sign route: remove white overwrite rectangle on date stamp — date text
draws directly on existing PDF content
- FieldPlacer: suppress resize corner handles for checkbox fields; hide
"Checkbox" label (too small at 24x24pt); checkbox is fixed-size only
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When signedFilePath is set, /api/documents/[id]/file now returns the
signed PDF so agent sees embedded signatures and initials in the portal
viewer. Falls back to original PDF when not yet signed.
- Add optional title prop to SignatureModal (defaults to "Add Signature"); button label derives from title
- Add activeFieldType state and setActiveFieldType in SigningPageClient
- handleFieldClick opens modal for both client-signature and initials fields
- handleSubmit and SigningProgressBar total now count both client-signature and initials
- handleJumpToNext jumps to next unsigned required field (client-signature or initials only)
- Non-interactive fields (text/checkbox/date) suppressed from field overlay rendering via early return
- Initials overlays use purple pulse animation (pulse-border-purple); signature overlays use blue
- SignatureModal receives title prop: "Add Initials" for initials, "Add Signature" for client-signature
- Add getFieldType to schema import
- Add PDFDocument, StandardFonts, rgb from @cantoo/pdf-lib for date stamping
- Add readFile, writeFile, unlink from node:fs/promises
- Hoist const now = new Date() to before step 8 (shared for date stamp + DB update)
- Step 8a: stamp signing date onto date fields in prepared PDF before embed
- Step 8b: filter signableFields to client-signature and initials only
- signaturesWithCoords now maps only signable fields (no 500 on text/checkbox/date)
- Update embedSignatureInPdf call to use dateStampedPath
- Fire-and-forget cleanup of temporary .datestamped.tmp file after embed
- handleDragEnd: determine droppedType from active.id with validTypes set guard
- handleDragEnd: checkbox fields drop at 24x24pt; all other types drop at 144x36pt
- handleDragEnd: newField now includes type property set to droppedType
- renderFields: use getFieldType() + PALETTE_TOKENS lookup to get per-field color and label
- renderFields: border, background, and text color are now driven by fieldColor
- renderFields: resize handle corners use fieldColor instead of hardcoded blue
- renderFields: span displays fieldLabel instead of hardcoded 'Signature'
- Add PALETTE_TOKENS array with 5 typed tokens (Signature/blue, Initials/purple, Checkbox/green, Date/amber, Text/slate)
- Update DraggableToken to accept id, label, color props with per-type styling
- Change isDraggingToken from boolean to string | null to track active token id
- Update onDragStart to record active.id instead of just true
- Replace single static token with PALETTE_TOKENS.map() in palette JSX
- Update DragOverlay ghost to show correct label, color, and checkbox-appropriate dimensions (24x24 vs 144x36)
- TextFillForm: add initialData prop; buildInitialRows seeds rows from
pre-seeded data so propertyAddress row renders populated on mount
- PreparePanel: pass initialData={...} to TextFillForm so the lazy
useState in PreparePanel correctly flows through to the visible UI
- TextFillForm: replace AcroForm jargon instruction with friendly copy
- TextFillForm: add Field name / Value column headers for clear layout
- TextFillForm: improve spacing (py-1.5), softer remove button (gray→red on hover)
- TypeScript: npx tsc --noEmit passes clean
- ClientModal: add defaultPropertyAddress prop, property address input field after email
- ClientProfileClient: add propertyAddress to Props type, display address under email when non-null, pass defaultPropertyAddress to edit modal
- documents/[docId]/page.tsx: extend client select to include propertyAddress, pass as clientPropertyAddress to PreparePanel
- PreparePanel: add clientPropertyAddress prop, lazy-initialize textFillData with { propertyAddress } when client has address
- Import getFieldType from @/lib/db/schema
- handleFieldClick returns early for non-client-signature fields (defense-in-depth)
- handleSubmit counts only client-signature fields for completeness check
- SigningProgressBar total reflects client-signature count only
- signatureFields added to handleFieldClick and handleSubmit dependency arrays
- Import isClientVisibleField from @/lib/db/schema
- Filter signatureFields in GET response to exclude agent-signature fields
- POST handler untouched — reads signatureFields from DB directly
- Create drizzle/0006_type_discriminant.sql (empty SQL - no DDL required)
- Create drizzle/meta/0006_snapshot.json (identical DDL state to 0005)
- Update drizzle/meta/_journal.json to include 0006_type_discriminant entry
- Note: db:migrate skipped (DB unavailable); migration is a no-op placeholder
- Add SignatureFieldType union type with 6 literals (client-signature, initials, text, checkbox, date, agent-signature)
- Add optional type field to SignatureFieldData interface (backward-compat; v1.0 docs have no type)
- Export getFieldType() helper that coalesces field.type ?? 'client-signature'
- Export isClientVisibleField() predicate that returns false for agent-signature only
- Wrap Download anchor in conditional: only rendered when docStatus !== 'Signed'
- PDF viewer still loads original via /file for in-browser display regardless of status
- PreparePanel presigned URL remains sole download path for signed PDFs
- Remove signedFilePath fallback from /file route
- Route now always serves doc.filePath (unsigned original)
- Signed PDF exclusively available via presigned /download?adt=[token]
- document detail page: import createAgentDownloadToken, generate agentDownloadUrl server-side for
signed docs (signedFilePath present), pass agentDownloadUrl and signedAt props to PreparePanel
- DocumentsTable: add signedAt to DocumentRow type, add Date Signed column header and cell
- dashboard page: add signedAt to db select so allRows includes signed date for Signed documents
- ClientProfileClient: add signedAt to local DocumentRow type (fixes type mismatch with DocumentsTable)
- clients/[id]/page: add signedAt to query select to satisfy updated DocumentRow type
- Added agentDownloadUrl and signedAt to PreparePanelProps interface (optional, nullable)
- Destructure new props in function signature
- Added Signed status branch: green panel with signed timestamp and Download Signed PDF anchor
- Kept Sent/Viewed branch: gray read-only message
- Draft status: existing prepare form unchanged
- Download is a plain <a href> anchor — no fetch/onClick; browser follows link directly
- Streams signed PDF via short-lived agent-download JWT (adt query param)
- Returns 401 for missing/expired token, 403 for ID mismatch or path traversal
- Returns 404 for unsigned documents or missing files on disk
- Path traversal guard: absPath.startsWith(UPLOADS_DIR) before readFile
- Token/route ID cross-check: documentId !== id returns 403
- new Uint8Array(fileBuffer) for Next.js 16 TypeScript strict mode compatibility
- Appends two new exports to token.ts (existing exports untouched)
- purpose: 'agent-download', 5-min TTL, no DB record
- Mirrors existing createDownloadToken/verifyDownloadToken pattern
- Add POST handler to sign/[token]/route.ts with atomic one-time enforcement
- UPDATE signing_tokens SET usedAt WHERE usedAt IS NULL RETURNING — 0 rows = 409
- Log signature_submitted and pdf_hash_computed audit events
- Merge client dataURLs with server-stored field coordinates (NEVER trust client coords)
- Call embedSignatureInPdf, store pdfHash + signedFilePath in documents table
- Update document status to Signed with signedAt timestamp
- Fire-and-forget sendAgentNotificationEmail (catches errors without failing response)
- Create /sign/[token]/confirmed success page for POST redirect destination
- Create SignatureModal.tsx with signature_pad Draw tab (devicePixelRatio scaling, touch-none)
- Type tab renders name in Dancing Script cursive via offscreen canvas
- Use Saved tab conditionally shown when localStorage has saved signature
- Save for later checkbox persists drawn/typed sig to localStorage on confirm
- Update SigningPageClient.tsx: import modal, track signedFields as Map<string,string>
- Field overlay shows signature preview image after signing
- handleSubmit POSTs to /api/sign/[token] and redirects to /sign/[token]/confirmed on 200
- page.tsx: server component validates JWT + one-time-use before rendering any UI
- Three error states (expired/used/invalid) show static pages with no canvas
- SigningPageClientWrapper: dynamic import (ssr:false) for react-pdf browser requirement
- SigningPageClient: full-scroll PDF viewer with pulsing blue field overlays
- Field overlay coordinates convert PDF user-space (bottom-left) to screen (top-left)
- SigningProgressBar: sticky bottom bar with X/Y count + jump-to-next + submit button
- api/sign/[token]/pdf: token-authenticated PDF streaming route (no agent auth)
- Add send/route.ts: creates signing token, sends branded email, logs email_sent, updates status to Sent
- Auth guard returns 401 for unauthenticated requests; 422 if not prepared; 409 if already signed
- Wraps sendMail in try/catch — returns 502 without DB update if email delivery fails
- Add logAuditEvent(document_prepared) to prepare/route.ts after successful PDF preparation
- Validates JWT with verifySigningToken(); returns expired/invalid/used/pending
- Checks signingTokens.usedAt for one-time-use enforcement
- Logs link_opened + document_viewed audit events on valid pending access
- Extracts IP from x-forwarded-for/x-real-ip headers for audit trail
- Public route — no auth() import or session required
